Position: Head – Mutual Fund
Experience :10+ years
Location : Delhi
Role Overview:
Key Responsibilities
Drive business strategy, revenue and for the Mutual Fund vertical.
Build, lead and develop a high-performing sales/RM team.
Manage strong AMC relationships, empanelment and commercial opportunities.
Acquire and manage Corporate, HNI, UHNI and institutional clients.
Drive client retention, cross-sell and business expansion.
Monitor markets and product developments to strengthen the advisory proposition.
Develop strategic partnerships and new business channels.
Drive technology, CRM, MIS and AI-enabled sales processes.
Ensure strong compliance, governance and customer service standards.
Represent SPA at relevant AMC and industry forums.
Experience & Skills
12–15 years of experience in Mutual Funds / Wealth Management Sales.
3–5 years in a team leadership / business-head role.
Strong AMC and client relationships.
Strong understanding of Mutual Funds, Equity Debt Markets, Insurance and investment products.
Strong leadership, sales, negotiation and stakeholder-management skills.
Tech-savvy with exposure to CRM, MIS, digital tools and AI-enabled workflows.
Qualification
Degree in Finance with CA / CFA / MBA / PGDM preferred.
NISM / AMFI certification mandatory.
FinTech / AI / Data Analytics / Digital Wealth certifications would be an advantage.
Compensation: Competitive industry-aligned package with performance-linked variable.
Pay: ₹2,000,000.00 - ₹2,500,000.00 per year
Work Location: In person
